Attio

销售与CRM

Neotask 运行于 Neotask，将 Attio 变为自我管理的 CRM--代理搜索记录、管理交易、记录备注并追踪任务，让销售团队专注于销售而非数据录入。

CRM 数据录入消失--您的代理从真实互动中创建记录、更新交易并记录备注，无需团队触碰 CRM
关系智能始终最新--任意联系人或公司的邮件历史、会议上下文和交易活动即时呈现
任务管理在后台运行--跟进任务自动创建、截止日期自动追踪，没有任何事情会被遗漏

你可以做什么

您的 AI 代理将 Attio 变为自我维护的 CRM。销售代表专注于销售，代理负责记录保存、交易更新、备注记录和任务管理。

记录管理 在联系人、公司、交易和自定义对象中搜索。您的代理从信号中创建新记录，随上下文变化更新现有记录，并在无需手动录入的情况下保持 CRM 数据整洁。

关系上下文 查询与任意联系人或公司相关的邮件和会议。您的代理构建每次互动的完整时间线，让您在每次对话前都做好充分准备。

交易管道 按阶段、金额或自定义条件搜索交易。您的代理追踪管道移动、在通话后记录交易备注，并根据活动模式标记需要关注的交易。

任务自动化 您的代理创建跟进任务、设置截止日期并随工作完成更新任务状态。系统自动追踪一切，没有任何事情会被遗忘。

每个操作都可以自主执行或需要你的批准--由你决定。

试试这样问

"搜索我们管道中所有交易金额超过 5 万美元的公司"
"为 Acme Corp 的 Sarah Chen 创建联系人--工程副总裁，[email protected]"
"在 Acme 交易上记录备注：'演示进展顺利，他们在签约前需要安全审查'"
"过去 30 天里我们与 TechCo 交换了哪些邮件？"
"为 Globex 交易创建跟进任务--下周二致电讨论定价"
"显示所有 14 天内没有活动的交易"
"搜索上周与我们开过会的所有人"
"将 Acme 交易更新至 '谈判' 阶段，并添加关于新时间表的备注"

专业技巧

安排每周管道审查--代理识别停滞的交易、缺失的备注和逾期的任务
对销售运营使用多代理团队：一个代理处理入站潜在客户创建，另一个管理管道卫生，第三个生成活动报告
交易阶段变更时使用审批门控有助于执行销售流程--在交易推进前进行审查
将 Attio 与邮件和日历集成配对，使会议记录和邮件摘要自动流入 CRM
在重要会议前使用 "汇总客户活动" 查询，在几秒内获取完整的关系上下文
每次会议后自动创建任务应成为常态--让代理处理跟进事务

Start free

Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

Works Well With

ActiveCampaign - Connect ActiveCampaign and Attio to sync contacts, automate deal workflows, and bridge email marketing with your relatio...
Airtable - Connect Airtable and Attio with Neotask to keep your relationship CRM and database in sync. Automate data flows between ...
Asana - Automate sales prospecting with Apollo and Firecrawl on Neotask. Enrich leads, scrape business data, and fill your pipel...
Bitly - Publish Notion pages to WordPress automatically. Neotask syncs your knowledge base with your website for seamless conten...
Brevo - Connect Asana and Attio to sync project tasks with CRM records automatically. Keep deals, contacts, and timelines aligne...
Canva - Connect Attio CRM with Canva through Neotask to automate personalized sales collateral creation. Turn contact and deal d...
Fireflies.ai - Connect Asana and Canva with Neotask to automate creative project workflows, sync design assets to tasks, and keep your ...
GitHub - Connect Asana and Egnyte to automate project file management. Link tasks to documents, sync statuses, and keep your team...
Google Ads - Connect Attio CRM with Google Ads through Neotask to sync ad lead tracking, close the attribution loop, and tie campaign...
Google Contacts - Connect Asana and Firebase to sync project tasks with your backend database automatically. Automate task creation, statu...
HubSpot - Connect Attio and HubSpot to sync contacts, deals, and pipeline data automatically. Keep both CRMs in sync without manua...
Intercom - Sync Attio CRM with Intercom support conversations. Neotask connects customer context from CRM to support for better ser...
Microsoft 365 - Enrich Drip subscribers with ZoomInfo company data. Neotask automates B2B lead enrichment for targeted email campaigns.
Netlify - Connect Attio and Netlify with Neotask to automate CRM workflows, sync deployment events, and streamline your team's pip...
Outreach - Connect Attio CRM and Outreach to sync prospects, automate sequences, and keep deals moving without manual data entry. S...
Trello - Connect Asana and Guru with Neotask to sync project knowledge, surface verified answers on tasks, and keep your team ali...
Twilio - Connect Attio and Twilio with Neotask to automate relationship CRM SMS workflows. Trigger personalized texts from deal s...
Udemy Business - Connect Asana and Wix with Neotask to automate project tasks, sync website updates, and keep your team aligned without m...
Zoom - Connect Attio and Zoom to automate meeting logging, sync contacts, and keep your CRM updated after every video call.